Rebel Financial LLC
rebel Financial LLC is a Registered Investment Adviser (RIA) based in Groveport, Ohio, founded in 2013. The firm operates with a team of 7 employees and serves individuals, high-net-worth individuals, and some pension and profit-sharing plans. As a fee-only fiduciary, the firm emphasizes ethics, client-centered advice, and making financial guidance accessible regardless of account size. rebel Financial seeks to challenge traditional Wall Street models by acting as a socially responsible business serving both individual and institutional clients with personalized wealth management, financial planning, and retirement solutions.
Investment Strategy
rebel Financial believes in providing comprehensive wealth management and investment strategies that align with clients’ ethics, values, and financial goals. As a fee-only fiduciary advisor, the firm is committed to transparency and client interests above all else. It delivers a mix of financial planning, retirement, and estate solutions, aiming to democratize access to quality investment advice regardless of account size. rebel Financial advocates for integrating social responsibility and sustainability into investment decision-making, holding corporate leaders accountable for ethical business practices while also prioritizing performance and personalizing portfolios to meet client objectives.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYV | SPDR SERIES TRUST | 6.36% | $14.0M | 266,579 | $52.34 | $52.34 | +$14.0M |
S SCHV | SCHWAB STRATEGIC TR | 6.02% | $13.2M | 477,459 | $27.67 | $27.67 | +$13.2M |
A AGG | ISHARES TR | 5.93% | $13.0M | 131,214 | $99.20 | $99.20 | +$13.0M |
V VUG | VANGUARD INDEX FDS | 5.53% | $12.1M | 27,652 | $438.40 | $438.40 | +$12.1M |
B BIV | VANGUARD BD INDEX FDS | 4.80% | $10.5M | 136,077 | $77.34 | $77.34 | +$10.5M |